Narus Financial Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1698091 SALT LAKE CITY, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$788,450

+$269,459 QoQ

Shares Held

1,897

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,993

of 3,349 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Narus Financial Partners, LLC holds $1,163,374 across 2 Healthcare Plans names. UNH ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,897	$788,450
2	CI	Cigna Group	1,360	$374,924

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,450	1,897	-1.1%	Shares	Sole	2026-07-31
2026-03-31	$518,991	1,918	+9.9%	Shares	Sole	2026-04-21
2025-12-31	$576,041	1,745	+5.3%	Shares	Sole	2026-02-09
2025-09-30	$572,162	1,657	+51.2%	Shares	Sole	2026-02-09
2025-06-30	$341,919	1,096	+44.2%	Shares	Sole	2025-07-14
2025-03-31	$398,050	760	-1.3%	Shares	Sole	2025-04-30
2024-12-31	$389,512	770	+6.6%	Shares	Sole	2025-01-23
2024-09-30	$422,138	722	0.0%	Shares	Sole	2024-10-18
2024-06-30	$367,685	722	-0.7%	Shares	Sole	2024-07-17
2024-03-31	$359,646	727	0.0%	Shares	Sole	2024-04-18
2023-12-31	$382,743	727	-5.2%	Shares	Sole	2024-01-25
2023-09-30	$386,713	767	+5.2%	Shares	Sole	2023-10-30
2023-06-30	$350,386	729	0.0%	Shares	Sole	2023-08-30
2023-03-31	$344,518	729	-4.3%	Shares	Sole	2023-06-27
2022-12-31	$403,997	762	+0.9%	Shares	Sole	2023-10-12
2022-09-30	$381,305	755	0.0%	Shares	Sole	2023-10-12
2022-06-30	$387,790	755	-3.8%	Shares	Sole	2023-10-12
2022-03-31	$400,326	785	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.